Smart Forms
Catalog administrators create smart forms for goods-based, or fixed price services-based request types. A smart form can contain default information. Information templates can be added to a smart form to collect additional information not included in the smart form.
Catalog Administrators can define a smart form description or instruction text providing detailed information about the smart form.
Smart forms:
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can be associated with contract purchase agreements.
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can be associated with information templates.
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are created in procurement business units and assigned to requisitioning business units through content zones.
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can contain attachments.
Contract Purchase Agreements
By associating a contract purchase agreement with a smart form, all approved requisition lines created with the smart form will automatically be processed onto purchase orders without buyer intervention.
Information Templates
Information templates are used to collect additional information from the preparer before the requisition is submitted. During the definition of the smart form, the procurement catalog administrator can add an information template to the smart form, displayed when a preparer navigates to the smart form request page. Administrators can define an information template section with description or instruction text. This text provides the preparer with specific instructions on how to fill out the form.
Procurement Business Units
Smart forms are created in a procurement business unit, and can be secured using content zones. Smart forms created in procurement business units can be shared across the requisitioning business units that the procurement BU services.
Attachments
Attachments can be added to individual smart forms. Attachments can provide a preparer with more information such as detailed steps to complete the request.
Supplier attachments can be added during the creation of a smart form to provide additional information to the supplier. The attachments will be carried forth in the downstream process.